Goldman Sachs Raises Tesla Delivery Estimates
Tesla (NASDAQ: TSLA) has had its second-quarter electric vehicle (EV) delivery estimates increased to 420,000 from 405,000 by Goldman Sachs, reflecting strong performance particularly in Europe. This figure marks a significant 9.3% year-over-year growth and a 17.3% increase from first-quarter deliveries. If accurate, it would position Tesla to reach approximately 778,000 deliveries in the first half of 2026, a 7.9% increase over the same period in 2025.
Despite the potential for increased sales, key growth catalysts for Tesla remain its robotaxi service and the development of the Optimus robot. Tesla CEO Elon Musk indicated that improvements to the full self-driving (FSD) software are essential before large-scale deployment of robotaxis, with anticipated updates expected in late 2026 or early 2027. Investors are advised to monitor these developments closely as they may significantly influence Tesla’s stock performance.
5 Stocks Our Experts Predict Could Double In the Next Year
By submitting your email, you'll also get a free pivot & flow membership. A free daily market overview. You can unsubscribe at any time.
